Northwestern Mutual Executive Speaker, February 5

Matt McDowell, Vice President, Northwestern Mutual, Distribution Performance, Southern Region

Please join us on February 5 at 11:30 AM in Student Union 340 GHI to hear Matt McDowell speak about his leadership experience in distribution, investment operations, and financial management with Northwestern Mutual.  Please use the link below to RSVP. 

Northwestern Mutual is a leading company in financial planning and ranks among the top ten in the U.S. as an independent broker-dealer as well as a provider of life insurance. The Company holds the highest AM Best financial rating of A++ and ranks 104 among the Fortune 500 companies. In 2019 Fortune recognized Northwestern Mutual as one of the “World’s Most Admired” life insurance companies.   

Matt joined Northwestern Mutual in 2005 serving multiple roles in the Kansas City office including investment operations and financial management roles. Matt later relocated to Milwaukee to continue his career with Northwestern Mutual in the corporate office where he consulted and advised Managing Partners to improve performance and increase operational efficiency. In 2011, Matt relocated to Washington, D.C. to join the office’s leadership team as Chief Financial Officer. Matt returned to Milwaukee in 2014 and helped build and lead a new office and leadership support team for Northwestern Mutual. Matt has been leading the Southern Region as Vice President since 2019 where he has responsibility for the overall performance of the region.

Matt and his wife Laura, reside in Mequon, WI with their four children, Everett (7), Elizabeth (5), Henry (3), and Mae (1). Matt has an undergraduate degree from the University of Kansas and his graduate studies were completed at Marquette University.

Pizza and soft drinks will be provided to students following Matt’s presentation.

RSVP link: https://forms.gle/5CWyJtUED2BgGi8D6 

Financial Services Career Fair

Career Fair is drop in and come anytime between 5:00-7:30. We recommend students arrive by 6:45 pm at latest. Best to arrive early if possible.

Meet Bank of America on 9/18/19!

If you are a business major with a focus on finance, business analytics, accounting or MIS, come out and join Future Leaders of Accounting and Alpha Kappa Psi as they host Bank of America (BOA) on September 18th from 6:15pm-8:00pm in the Cone Center Rom 261. Headquartered in Charlotte NC, BOA is an incredibly large company that boasts $2,325 billion in assets, $91 billion in revenue as well over 200,000 employees. It is a Fortune 25 company.

Representatives from BOA will be providing an overview of BOA, as well as their perspectives on topics ranging from interviewing approaches, professional certifications, graduate school and anything else you would want to discuss. They will also be providing an overview of their summer 2020 internship program. Come and learn how to prepare for and make key decisions about your future career.

This event’s intimate setting will allow you the opportunity to directly interact and network with professionals at a company that can offer you an internship and/or full-time job!

Dinner will be provided.  You MUSTregister for this event in advance:

https://bankcampuscareers.tal.net/vx/lang-en-GB/candidate/postings/3663

UNC Charlotte Real Estate Club Interest Meeting

We have exciting news! The UNC Charlotte Real Estate Club is accepting new members. The club offers insight into the industry of real estate allowing you to become a more rounded individual in your future endeavors. The club will be actively involved with Uptown Charlotte site visits, guest speakers, and social events. The club also looks for real estate internships for members within the Charlotte area and other U.S major markets. If you have ever had an interest in real estate then the UNCC Real Estate Club is a great opportunity for you! The club will have an interest meeting Wednesday, September 4th at 6 pm, in Friday 155. The event will be business casual.

New Concentration: FINANCE with REAL ESTATE!

A new concentration is now available within the Finance major starting Fall 2019! Students who choose this concentration will gain fundamental knowledge and skills to analyze and negotiate commercial real estate.

The curriculum incorporates concepts such as architecture, economics, finance, and geography to highlight the collaborative nature of the real estate industry. Faculty will incorporate theory as well as real world application to allow students to address trends and issues within the industry.

In addition to the required business core classes, students pursuing this concentration will complete:

• FINN 3222 - Investments (3)
• FINN 3226 - Financial Theory and Practice (3)
• FINN 3255 - Real Estate Principles (3)
• FINN 3261 - Real Estate Finance (3)
• FINN 3265 - Asset and Property Management (3)
• And one restricted elective course (3)

View the full curriculum on the catalog HERE!
Students who study this concentration can expect to find careers in property management, asset management, urban planning, and land development, as well as related areas such as finance, and investments!

If you'd like to declare a major in Finance with Concentration in Real Estate, make sure you meet all declaration requirements and contact your Academic and Career Coach today!!

All About the UNCC Student Managed Investment Fund (SMIF)

What better way to learn about investments and money management than to do it!? Academic and Career Coach, Ms. Kim Lawrence, teamed up with senior Finance student, Kelly Atkinson, to share a bit more about the Student Managed Investment Fund opportunity:

The Student Managed Investment Fund (SMIF) is a two-semester sequence of courses for both undergraduate and graduate students who collectively manage nearly half a million dollars, made possible by a grant from the University Endowment Fund.  It is a hands-on investment fund where students actively manage a portfolio of about 30-40 stocks.

“Participating in the student fund has been the most engaging learning experience I have had at UNC Charlotte. I have learned how to locate prospective stocks, generate reports, and make investment decisions on companies, all which I previously had limited knowledge about.” - Kelly

The SMIF program is comprised of two courses: FINN 4158 (fall) and FINN 4159 (spring). Prerequisites include Financial Management (FINN 3120) and Investments (FINN 3222) with grades of C or above.

“We have a weekly class meeting, where we begin each class with multiple reports to help us keep up with the market, economic activity and accounting aspects of the fund.  The economic group reports on any economic activity that is new, i.e. updates on U.S. trading or companies that have upcoming earnings releases. The accounting group, updates the group on the holdings in the fund; i.e. the stock price percentage increase or decrease from the start of our term (August 2018) to ensure we are tracking each stock carefully.” - Kelly

This experiential learning program is ideally suited Finance majors who are planning to embark on a career in research or money management. Finance majors in the general finance concentration may count FINN 4159 towards one of their three required finance electives. The FINN 4158 class counts as a general elective for all students.

“Being surrounded by students who are currently working professionals or striving to become knowledgeable for their future career has been extremely inspiring. I am extremely fortunate to have been selected to participate in the fund for my senior year at UNC Charlotte.  It has propelled me into my future career and left me with a strong foundation of knowledge that I will use for the rest of my life. I encourage all to apply!” - Kelly

Applications for the SMIF program are usually available during March for the following academic year. Interested students can contact Academic and Career Coach, Ms. Kim Lawrence, or Faculty Advisor, Dr. Yufeng Han.

Financial Services Internship with AXA Advisors

For more information, go to https://hireaniner.uncc.edu

 or

 please contact us at

 peter.senick@axa-advisors.com

Future Leaders of Accounting

Welcome Back Niners! Are you interested in Accountingand Finance roles that aren't in the realm of public accounting? Future Leaders of Accounting is a great way to hear from companies in the Charlotte area about amazing opportunities for a career after graduation! Get a chance to ask successful professionals in the city about the business and transitioning from college to career. 

Our first meeting of the semester will be January 23, 2019 from 6:00pm to 8:00pm in Student Union 340C with Grant Thornton Advisory.  There is no GPA requirement to join! All majors and class levels are welcome! Come learn more about the industry and how to get a jump start into your future! 

For more information feel free to email Vice President of Membership, Gianna Tascione at Gtascion@uncc.edu.

You are Invited: The Financial Services Career Fair

Join us in Cone 341 (Lucas Room) on Tuesday, February 26 between 5:00pm and 7:30pm to network with employers and learn about job and internship opportunities in the financial services industry. This event is co-hosted by Gamma Iota Sigma and the Risk Management and Insurance Department, and it is open to all students.
*Business Professional Attire Required*

Participating Companies Include:

• AmWINS
• Auto-Owners
• AXA Advisers
• Brighthouse Financial
• Builder’s Mutual
• Burns & Wilcox
• Clear Blue Insurance Group
• CRC Insurance
• Correll Insurance Group
• EMC
• Foresters Financial
• Gallagher
• Hartford
• IIANC
• Lincoln Financial Group
• Lockton
• Marsh McLennan
• Moheyer Insurance
• Mutual of Omaha
• National General
• Northwestern Mutual
• Philadelphia Insurance Prudential
• RPS Insurance
• Travelers
• UPC
• USI Insurance
• Vanguard

All questions about the Financial Services Career Fair should be directed to Robert Urtecho (Career Fair Coordinator,) at rurtecho@uncc.edu.

Finance Major Spotlight

Career Profile

Meet the Chair!

John Gandar joined the Belk College faculty in 1982 and has served as Chair and/or Interim Chair for Marketing, Management, and Economics, and now Finance. He became the Chair for Finance in July of 2017. John is excited about revamping the Finance curriculum as well as developing a concentration in Real Estate.

Meet the Coach!

Degrees: 

B.A. in Experimental Psychology, M.Ed. in Higher Education and Student Affairs, both from the University of South Carolina

My advice to students: 

Set aside time to study! Know when your tests are coming up and start studying small chunks at a time up to a week before.

About Me: 

I'm originally from NJ but I consider Charlotte my home. I'm married, have two cats, and also two nephews. In my spare time, I enjoy reading, hiking, photography, and trying new restaurants.

Business Learning Community Visits Bank of America

BLC Visits Bank of America

Bank of America | BUSINESS LEARNING COMMUNITY

On Friday, April 13 the Business Learning Community connected with Johnathan Hill (2013 alumnus

of the Belk College of Business) to learn about the Applied Technology Program (ATP) and see

it in action. The students took the Light Rail to 9th Street Station.

 

The Business Learning Community got see a “sprint review,” where ATP participants shared progress updates on their deliverables with key stakeholders. Then, Johnathan Hill provided an overview of ATP and lead a Q&A about working at Bank of America, qualifications for acceptance into ATP, and advice for students.

Finance & Entrepreneurship Student Workshop

Finance & Entrepreneurship Student Workshop

Find out more and apply here: https://www.gaskinasset.com/finance-entrepreneurship-student-workshop/

Join the UCAE Peer Tutor Team!

Learn About BOA's FMAP Internship Program

Save the Date for the Financial Services Career Fair!

Monday, November 6 | 5:00-7:30

Cone 341 (Lucas Room)

*Business Professional Attire Required*

Employers will hold on-campus interviews on Tuesday, November 7. Attending the Career Fair is a great way to connect with employers and interview for their positions.

Financial Services Career Fair, Feb 27

The Belk College Career Fair and Interviews are coming up on Monday Feb 27 and Tuesday Feb 28. We have an impressive array of top financial services companies coming to the Career Fair. 

The following companies have committed to date and we expect a total of 20 companies to attend.

Auto-Owners Insurance, AXA Advisors, Builder's Mutual, Burns & Wilcox, Independent Insurance Agents of NC, Liberty Mutual, MetLife, Northwestern Mutual, Travelers Insurance, National General Insurance.

Additional details regarding the Career Fair are as follows:

The Financial Services Career Fair is scheduled for February 27 with optional on-campus  student interviews on February 28. The Career Fair will be held on the UNC Charlotte campus in the Cone Center #341- Lucas Room from 5:00-7:30 pm.  The student interviews on February 28 will be held in the Friday Building (Belk College) and in the Career Center. 

Finance Department Seminar Series in Spring 2017

Department Seminar Series in Spring 2017 (all on Friday)

Mar 3: Sohnke Bartram (Warwick), 11-12:30, Friday 207

Mar 17: Mark Walker (NC State), 11-12:30, Friday 207

Mar 24: Xinxin Li (UNC Charlotte, doctoral student),11-12:30, Friday 207

Mar 31: Hui Chen (MIT), 11-12:30, Fretwell 126 (joint with Charlotte Fed)

Apr 7: Ned Prescott (Cleveland Fed), 10-11:30, Friday 212 (joint with Econ)

Apr 7: Rachel Jin (UNC Charlotte doctoral student), 1:30-3:00, Friday 207

April 21: Charles Teague (UNC Charlotte, doctoral student), 11-12:30, Friday 207

April 28: Shuangshuang Ji (UNC Charlotte, doctoral student), 10-11:30, Friday 207

Apr 28: Ziye Nie (UNC Charlotte doctoral student), 1:30-3:00, Friday 207

Financial Services Career Fair, November 7th

The Financial Services Career Fair provides students the opportunity to network directly with leading financial services companies offering career and intern positions. Students from all majors in the Belk College are encouraged to attend. Students may also apply for interviews with participating companies through Hire-A-Niner. 

Location:  Cone 341, Lucas Room

Date and Time:  November 7, 5:00 PM to 7:30 PM 

Participating Companies:

AIG, Allen Tate Insurance, Auto-Owners, AAA of the Carolinas, AXA Advisors, Builders Mutual, Burns & Wilcox, Independent Insurance Agents of NC, Keystone Insurers, Liberty Mutual, Marsh & McLennan, MetLife, Mutual of Omaha, New York Life, Northwestern Mutual, Philadelphia Insurance Companies, Prudential Financial, RPS Rollins, Scott Insurance, Travelers, Vanguard.

For more details, see HERE.

Finance Major Day

You are invited to Finance Major Day hosted by the Belk College of Business.

Tuesday, October 25, 2016, 5:00pm - 6:30pm

If you would like to attend, please submit your RSVP no later than October 17th.

There will be appetizers and giveaways! We look forward to seeing you there!

RSVP link: https://webforms.uncc.edu/belkcollegeunccedu/rsvp-finance-major-day-october-25-2016